See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,722 | $49,173-21.3% | $121,098-68.0% | $75,163-48.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 20.30% | 55.99%-35.7pp | 985.75%-965.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,137 | $1,546-26.5% | $4,164-72.7% | $2,670-57.4% |
| Participant deferral / active EE | $3,680 | $2,628+40.0% | $4,080-9.8% | $4,125-10.8% |
| Admin fee / account holder | $874 | $3,942-77.8% | $5,644-84.5% | $5,651-84.5% |